Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations seem stretched, and there may be many signs that animal spirits are soaring. Valuations across asset classes, and the importance of interest rates to these valuations. Fri, 02/26/2021 - 13:22. Download the full report >.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Truemind Capital

NOVEMBER 8, 2024

The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Fri, 03/18/2022 - 06:42. Download transcript. Watch the Video.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

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Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

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Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. One needs to dynamically look at rebalancing the portfolios to align with market valuations not just to safeguard portfolios from the downside but to enhance upside potential.

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Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. Small & Mid-Cap Region: SOFI Surges in a Changing Market The small and mid-cap asset class has long been overshadowed by large-cap dominance, with the past decade favoring mega-cap technology stocks.

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Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. Certainly not if you are sticking to your asset allocation.

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Validea

SEPTEMBER 24, 2024

In the world of market valuation metrics, few have gained as much prominence as the Shiller P/E Ratio, also known as the Cyclically Adjusted P/E (CAPE) Ratio. Made famous during the late 1990s tech bubble, this metric continues to be a valuable tool for investors seeking to understand market valuations and potential future returns.

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oXYGen Financial

APRIL 7, 2024

![CDATA[ As we approach the threshold of history's most substantial generational wealth transfer, we foresee profound changes in asset allocation and valuation. This pivotal shiftcrucial for both families and the economysignals an era filled with opportunities and challenges, particularly for Gen X and Millennials.

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Discipline Funds

JUNE 6, 2023

When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years. In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event.

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Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

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Brown Advisory

MARCH 9, 2023

Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. multinationals and aggregate demand.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. But down 40% and the multi-asset fund we've been talking about is still going to be pretty close to 25% in precious metals.

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Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.

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Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. This was a really fun interview I recently did with Jack Forehand and Justin Carbonneau of Validea Capital. This is one of the first times (maybe the first time ever?) We covered a huge amount of ground here in an hour.

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Truemind Capital

JUNE 30, 2022

However, we can think of three possible scenarios ahead: Irrespective of what scenario will pan out, equity valuations inevitably have to adjust according to the principle of mean reversion. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk.

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Truemind Capital

JANUARY 19, 2024

The simple solution is asset allocation. The investment in equity or any other risky asset class should not be a 0 or 1 game – get out or get in 100%. 35% when markets are extremely expensive and 80% when they are extremely cheap as per the historical valuation standards. and Gold (ETFs, Funds, SGBs, etc.).

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Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% A more detailed look at the asset mix shows the the following. A more detailed look at the asset mix shows the the following.

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Truemind Capital

MAY 27, 2024

The ideal way to approach the election results is to follow your long-term asset allocation strategy as per the fair market valuations and avoid any speculation. Market valuation is the most important factor in determining long-term return outcomes.

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Truemind Capital

MAY 19, 2020

Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security.

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Discipline Funds

DECEMBER 10, 2024

No other country comes remotely close to competing with the US dominance in global market valuations. But the asset allocator in me looks at this and wonders “how is this not a huge potential risk for US investors”? And their market has been decimated in the last few years. It’s wild stuff.

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Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

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Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ⚑ Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield Investors snapping up U.S. securities are seeking yield as much as safety as interest rates plunge toward record lows.

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Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

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Truemind Capital

MARCH 12, 2024

At the extreme end of greed, the equity valuations are the most expensive with high downside risk and the lowest upside returns potential. During extreme fear, equity valuations are the cheapest with very limited downside risk and the highest upside returns potential. Many of us know this.

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Truemind Capital

NOVEMBER 29, 2020

This has resulted in skyrocketing valuations of the stock markets. Nifty currently is trading at a multi-year’s high valuation. A sample tactical allocation for a moderate risk profile investor can be something like this: The above image is for illustration purpose only. K-shape recovery ?

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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The Big Picture

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. And actually Ben Inker is the head of our asset allocation group. 00:18:41 [Speaker Changed] Yep. It was over 50 right?

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Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

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Truemind Capital

OCTOBER 18, 2024

The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. This is where our disciplined dynamic asset allocation approach will really shine, keeping us steady through any rough waters ahead. The Sep’24 ending PE Ratio of 24.8x

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Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

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Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

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